Hi,
I’m trying to import our historic data for 2025 into Frappe Books using the Journal Entry import wizard and cannot succesfully import anything.
I have tried with the following CSV formats in the template document (with the 3 header rows left untouched):
CSV Format 1:
[blank],[blank],Journal Entry,2025-08-28,300029713,2025-08-28,[info about payment],6240 - Professional Dues and Subscriptions,1010 - Operating Bank Account,155,155
–> Fails with “No entries were imported” (I assumed it could autogenerate the numbers since the documentation on this journal imports seems rather scant, apparently it can’t).
CSV Format 2:
Hist-2025-[number],JV-,Journal Entry,2025-08-28,300029713,2025-08-28,[info about payment],6240 - Professional Dues and Subscriptions,1010 - Operating Bank Account,155,155
Fails with “Hist-2025-[number] Total debit $155.00 must be equal to total credit 0.00” repeats for each row.
CSV Format 3:
Hist-2025-01,JV-,Journal Entry,2025-08-28,300029713,2025-08-28,[info about payment],6240 - Professional Dues and Subscriptions,155.00,0.00
Hist-2025-01,JV-,Journal Entry,2025-08-29,2025-08-29,[info about payment],1010 - Operating Bank Account,0.00,155.00
Unsurprisingly fails because it doesn’t have a credit/debit account alternating in each row, but I’ve kind of reached the “try anything” phase.
CSV Format 4:
Hist-2025-01,JV-,Journal Entry,2025-08-28,300029713,2025-08-28,[info about payment],6240 - Professional Dues and Subscriptions,1010 - Operating Bank Account,155,0
Hist-2025-01,JV-,Journal Entry,2025-08-29,2025-08-29,[info about payment],6240 - Professional Dues and Subscriptions,1010 - Operating Bank Account,0,155
Fails with: Hist-2025-01 Total Debit: $ 0.00 must be equal to Total Credit: $ 155.00 (repeated for every row)
I would be grateful for any help or support in identifying how to get this data in to Frappe Books because so far I have been unable to find a good tutorial or explanation or documentation on how to format the file and the error message does not appear to relate to the actual problem.